Managing Payments
While viewing Transaction Details you are able to complete a number of operations, depending on the Transaction Status and Transaction Type.
- Full Refund
- Partial Refund
- Cancellation
- Settlement/Charge
The below sections provide you with detail on each Payment Management operation and it's availability. Availability is determined automatically by our system however, so this information is for advice only. If you have any questions about a particular transaction and how it can be managed, please contact us.
Refund Operations
You may not be able to process more than one refund against a single transaction for security reasons. If you need to do this, please contact us.
Full Refund
| Transaction Type Requirements | sale, recurring |
| Transaction Status Requirements | charged |
A full refund can be initiated simply by pressing the Full Refund button when viewing Transaction Details. When this button is pressed, you see a dialogue box asking you to confirm. If you select OK, the Refund is processed.
Partial Refund
| Transaction Type Requirements | sale, recurring |
| Transaction Status Requirements | charged |
Similarly to a Full Refund, Partial Refunds are initiated using the button in Transaction Details. This time, when you press it you are asked to confirm the Partial Refund amount which must be less than the Balance amount. When you press Refund, the amount is validated and the refund is processed if is valid.
Authorise & Charge Operations
These operations are only available when using a product that supports separate Authorise and Charge. Typical use cases of this functionality are:
- A hotel Authorises an amount on a card to allow room incidentals to be charged. The final charge amount, if any, is confirmed on check out.
- A vehicle rental Authorises a deposit on a card to cover damage. Any charges are confirm when the vehicle is returned.
- A supermarket authorises a basket of goods for delivery. When the order is picked, several items are out of stock so the final charged amount is less than the authorised amount.
- A fuel station authorises a set amount and charges only the fuel that was taken.
Cancellation
| Transaction Type Requirements | sale |
| Transaction Status Requirements | pending |
Select the Cancel button and select OK to cancel this Authorisation.
You will be unable to process any further charges against this tranaction.
Settlement/Charge
| Transaction Type Requirements | sale |
| Transaction Status Requirements | pending |
You can process either a full or partial charge as shown below. Like the Refund operations, you will need to confirm the amount where applicable.
Processing a Partial charge means you will be unable to process any further charges against this tranaction.